Accounts

An account represents the highest level of scoping for Ooyala Flex objects, and nothing can be accessed outside an account. An account is normally assigned to a company or business unit. It can comprise of sub-accounts, groups, roles, workspaces, and users. Object visibility is currently set at the account level.

Most customisation of Ooyala Flex occurs at the account level. The following properties can be set and viewed at account level:

Owner: The person that created the user in the system.

Ooyala Flex Console URL: The URL is typically the account name (with character escaping where necessary) pre-pended to the main Ooyala Flex console domain. For example, account.ooyalaflex.com

Metadata: Custom fields for managing basic account details.

Theme: The theme controls the branding, look and feel of an account.

Members: A collection of users that belong to this account.

Sub-Accounts: A collection of sub-accounts that belong to this account.

Groups: A collection of groups that belong to this account.

Roles: A collection of roles that belong to this account.

Variants: Variants can be used to customise existing object types.

Properties: Supports the advanced configuration of Ooyala Flex at the account level and also environmental variables.

The Master Account

The Master account is immutable and always exists. This account is created when a new Ooyala Flex platform is installed. The master account owns all other accounts, and is only accessed by the master user. A master account is primarily used for setting up other accounts as well as system-wide configuration.

Creating an Account

1) Login in as master user, or the owner of the account that will be making the new account or sub-account.

2) On the Toolbar, click the New option.

3) From the drop down, select Account.

4) In the Create new Account section, fill in the relevant details for the account, such as a name and an optional description.

5) Click Save to finalise.

6) Click Enable to enable the account.

7) Set up any properties for your new account. In particular obtain and apply URLs.

When you create a new account, a default workspace is created with the same name.

Sub-Accounts

A sub-account represents an account that belongs to an existing account. Sub-accounts are useful, for example when an account that belongs to a single company needs to be split up into multiple business units with self-administration. An account can access all of the objects that belong to its sub-accounts.

Creating a Sub-Account

To create a sub-account, follow these steps:

Make sure you are logged into the account, in which you want to create the sub-account.

1) On the Toolbar, click the New option.

2) From the drop down, select Sub-Account.

3) In the Create New Sub-account section, fill in the relevant details for the sub-account, such as a name and an optional description.

4) Click Save to finalise.

5) Click Enable.

6) Once the sub-account is enabled, it is automatically available as a sub-account of the account you are in.

Note: You cannot associate a sub-account with multiple accounts.

Account Metadata

When you have created your account, you can apply metadata to that account, by clicking the Metadata sub-tab, located in the account details screen.

When you click the Metadata sub-tab, you will see several metadata fields. These fields deal with publish functionality, external authentication, authentication, and analytics configuration for the account.

The following metadata fields are present for accounts:

Table 1.
Field Field Type Mandatory Multiplicity Description
Publish complex 0..1 Define this to enable Publish functionality for this account.

CDN Storage Resource

single option   The CDN storage resource to use for Publish file publishing.
Limits complex   Account limits.

Users

string   Maximum number of users allowed in the account.

Actions

string   Maximum number of actions allowed in the account.

Workflow Definitions

string   Maximum number of workflow definitions allowed in the account.

Sub-Accounts

string   Maximum number of sub-accounts allowed in the account.
Notes complex 0..* Notes.

Date

string   The date on which the note was written.

Note

string   The note.
External Authentication complex 0..1 Define this to enable external authentication for this account.

Authentication Endpoint

string   The endpoint URL for the external authentication to use for this account.

Default Role

single option   Role to be assigned to new user.

Default Workspace

single option   The default workspace for the new user.

Workspace Membership

single option 0..1 The workspaces for the new user.

Default Country Code

string   The default country code for the new user. Example: "en" (English), "ja" (Japanese), "us" (United States).

Default Owner

single option   Owner to be assigned to new user.

Authentication Provider

single option   Authentication provider.

Authentication

complex   Definition of the authentication features and constraints.

Lock Minutes

string   Define the lock time that should pass to unlock the account after several failed attempts to log in (#).

Maximum number of failed attempts

string   Define the maximum number of failed attempts before lock the user (#).

Maximum number of forced attempts

string   Define the total number of failed login attempts before the user's account is disabled. (#).

Password

complex   Definition of the password constraints.

Days to expire

string   Amount of days a password expires after been defined (#).

Maximum password length

string   The maximum amount of characters that the password should contains (#).

Minimum password length

string   The minimum amount of characters that the password should contains (#).

Type of Password Validation

single option   Define the mechanism used to validate the password.

Validation Types

complex   Definition of the password constraints.

Type of Sequence

boolean   Type of sequence allowed to use in the password.

Regular Expression

string   Regular expression to define the allowed characters on the password.

Custom Configuration

boolean   Set of custom configuration available on the password validation process.
Analytics configuration complex   Definition of the authentication features and constraints.

Web analytics collector URL

string   The endpoint URL for the Publish instance to use for sending events.

Publish Token

    Token created in Publish to increase security.

Adjusting the theme

Once an account has been created you have the ability to continue configuring it using the various sub-tabs located in the Details screen for the account. One of the most useful sub-tabs is the Theme sub-tab. This allows you to customise the Ooyala Flex console, so that it matches your organisation's look and feel.

Note: Alternatively, you can access the Theme section, by clicking the Settings tab, and then selecting the Theme option from the toolbar.

You can adjust the following areas in the Theme sub-tab:

  • Summary
  • Links
  • Colours
  • Images

To adjust the theme of your Account follow these steps:

1) In the details screen for the Account you wish to edit, click the Edit option.

2) Click the Theme sub-tab, and click the Edit option.

Summary

Summary Includes: Name, Description, and Company Name fields.

You can change the summary text by deleting the default text, and then entering new text. The Name and Company Name fields are mandatory, and must be filled in.

Links

The Links section includes: Logo URL, Header Link URL, and Help Link URL. You can change the links for the various fields, by entering a valid URL.

Colours

The Colours section includes: Header Text, Header Background, Tabbed Navigation, Table Header Background etc. In order to change the colour for a particular area of Ooyala Flex, you can simply select the colour from the colour picker, or enter a hexadecimal colour code.

Images

The images that can be changed are:

  • Login Logo
  • Main Logo
  • Client Splash Logo
  • Bookmark Icon
  • Client Logo

To add an image simply click the Choose File button next to the respective field, and select the image file.

Switching Accounts

1) In the Dashboard tab, click your name located in the top-right corner of the screen.

2) In the User Details section, click the Switch tab.

3) In the Switch to Account field, select an account from the drop down.

4) In the Workspace field, select a workspace.

5) Click Go.

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